CRM

howardmarxb
Participant

User restrictions

On an account which already has restrictive access to only view contacts and companies (e.g., no edit or delete), how can I restrict HubSpot not to add a contact when the user sends an email via Hubspot?

 

How do I restrict any contact or company additions/edits or deletions?

Thanks!

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2 Replies 2
TomM2
Key Advisor | Partner
Key Advisor | Partner

User restrictions

Hey @howardmarxb user permissions are limited to super admin users, so you can't limit other users to do anything with super admin. 

However, if you're looking to limit which of your emails create/log to contact records from an external system you can just uncheck the "log to HubSpot" option when sending emails. 

 

HubSpot doesn't automatically create contacts or log incoming emails to your personal inbox. If this is happening, it means your email inbox has been set up as a conversations inbox, which is not recomended for a personal inbox as the function of this is to be a platform wide, team inbox and all incoming emails will be logged to the CRM. If this is the case, I would recomend discussing removing your email as an inbox email with your IT team/Super admin. 

Tom Mahon
HubSpot Expert | Digital Marketing Specialist | Community Champion
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howardmarxb
Participant

User restrictions

Hi Tom,

I am the Super Admin and have several accounts on our account for which I manage.

If I have already restrictted the user to only have view contacts and companies (e.g., no edit or delete), how can I restrict HubSpot not to add a contact when the user sends an email via Hubspot?

 

Would the only way be to not add the Gmail option on HubSpot?

How do I restrict any contact or company to additions in addtion to edits and deletions?

Thanks!



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